Our Pledge to You
At Serenity Wealth Management, our tagline, Not the Same Old Advice, comes from our skepticism of some traditional strategies that may be sub-optional in today’s volatile markets. Our belief is that planning solutions should consider more than just traditional asset allocation, performance optimisation and diversification. Our pledge to you is that we will design a plan to achieve your goals. We don’t sell, instead we educate and inform. Our pledge is that we will show you unique options that go beyond the tradition solutions you have seen before. We offer “Not the Same Old Advice.”
By leveraging our knowledge , experience, and turnkey asset management platform we help, our clients with planning their successful retirement and achieving other lifelihood goals. Curtis Hill, Certified Financial PlannerTM, and Irina Hill, CPA, MBA, Realtor bring all their vast and unique skills to the table.
Serenity Wealth Management is an independent fiduciary financial advisor firm providing planning-based wealth management for individuals, families, and small businesses. Planning services including fixed and index insurance solutions when appropriate. Curtis Hill and Irina Hill are also Investment Advisor Representatives (IARs) at the Registered Investment Advisor (RIA) firm Portfolio Medics, LLC. Both Curtis and Irina are also licensed insurance agents providing fixed and index insurance solutions when appropriate. Investment advisory services are offered through a separate entity, Portfolio Medics, LLC, a SEC registered investment advisor. Serenity Wealth Management and Portfolio Medics, LLC are not affiliated.
Independence
As an independed fiduciary investment and retirement planning organization, Serenity Wealth Management has access to the entire universe of financial products that will work for you best benefit. There is no presssure or bias toward proprietary solution or startegies. Since Curtis Hill and Irina Hill are both security and insurance licensed, they are equipped and trained to provide a broad specturm of solutions that are best suited for our clients. You will find this a refreshing difference from how large investment broker/dealer firms may have been guiding you.
Advice
We look beyond the old school traditional investment and retirement planning methods. Our personalized holistic approach protects you from the risk you might have never thouoght about applying systems and solutions you might have never heard of before. That is why our tag line is “Not the Same Old Advice.”
Security
Serenity Wealth Management can be independent while providing the security of $1,000,000 per claim / $3,000,000 annual aggregate Errors and Omissions insurance coverage through the National Association of Professional Agents. Serenity Wealth Management will only offer insurance solutions from quality insurance carriers that are AM Best rated “A” or better.
Curtis Hill and Irina Hill are Investment Advisor Representatives, offering investment advisory services through, Portfolio Medics, LLC, assures that such investments will only be held in custodianship at major financial firms such as Axos and similar nationally known firms. Portfolio Medics, LLC, is a SEC registered investment advisor. Serenity Wealth Management and Portfolio Medics, LLC are not affiliated. An independent firm reporting your positions and account value is an important safeguard and security feature. No funds are held or accepted directly by Curtis Hill, Irina Hill, or Portfolio Medics.
As a Certified Financial PlannerTM, Curtis Hill has met the exhaustive training and ethical standards of the CFP board. Curtis has passed the exhaustive CFP exam. Curtis is also subject to continued CFP educational requirements and CFP compliance review.
As a Certified Public Accountant, Irina Hill has met the exhaustive training and ethical standard of the Calafornia Board of Accountancy, CPA board. Irina has passed the exhaustive CPA exam. Irina is also subject to continued CPA educational requirements and CPA compliance review.
As Investment Advisor Representatives, (IARs), Both Curtis Hill and Irina Hill are RIAs) firm Portfolio Medics, LLC. Both Curtis and Irina has met the exhaustive training and ethical standards to become a IAR. Both Curtis and Irina has passed the exhaustive IAR exam commonly know as the SEC series 65 or 67. Both Curtis and Irina are also subject to continued IAR educational requirements and IRA compliance review.
We look forward to helping you pursue your financial goals and are thankful for your continued trust.
Go to the Calendly.com calendar link below to schedule an appointment with an expert, Curtis Hill or Irina Hill. Discover how a discussion with the right person can change your life. Learn how “Not the same old advice” can benefit you.